User Support

EQ Agility: Autumn 2018 Release Notes

The EQ Agility lens has undergone upgrades to improve clarity, impact and readability. These improvements to the learner and rater experience are summarized visually here below.

EQ Competency Cards

The EQ Competency cards are now updated with all learner discovery path’s data at-a-glance.

Rating Results show the self rating and 360 responses with detail on the raters overall, as well as within each Relationship Category. The 360 Average rating is all of the ratings averaged.

Remember: each Relationship Category requires at least 3 raters to be displayed in detail. In cases where less than three raters respond, that relationship category results are averaged. EXCEPT: Leader / Boss category. This is the only category that 1 rater’s data may be shown. Look to see how many raters are listed beside the relationship title. In this case, there is only 1 Leader / Boss rater.

Sort Results show how you and your raters sorted this competency. The left-most group is “Lowest” sort group. Middle is the “Middle” sort group. And right-most group is the “Highest” sort group. If this competency is marked as a Top Strength, the user’s avatar will be circled in gold.

Predictive Results show our other points of data. Mainly you’ll see your Survey results here. Based on the survey results, a competency could be either: Likely Weakness, Possible Weakness, Possible Strength, and Likely Strength.

Look for the prominent “Learn More” button, which brings up the “Learn More Popup”, shown below.

Learn More Popup

The Learn More Popup will show all available information on the competency detail card. At the top, Bookmark and Explore Insights links are available. Bookmark will bookmark this competency to come back to later. Explore Insights will go to Development Insights for this competency, opened in a new window.

Strength and Weakness ratings are shown below the top portion. The ratings are explained more below.The same path information found on the card is shown below the top portion.

Skill Descriptions from discovery are also shown here. The three behavior groups are meant to line up to the rating results: Unskilled, Skilled, and Highly Skilled behavior.

Strengths and Weaknesses Distribution

Now users can view all competencies within the EQ clusters table, with strengths and weaknesses highlighted. Click on a competency to bring up the Learn More Popup to see more information. Clicking the toggle below the table will show only the assigned competencies or all the competencies in the system.

Competencies that are highlighted in purple are annotated as Marginal, in between Strengths and Weaknesses. This means they have a high strength rating and weakness rating. This could be from incongruent ratings or a small set of competencies. View the competency to view the factors that attribute to that reason. Remember. a small set of competencies could be the reason a competency is Marginal, because the competency shows up on both Strengths and Weaknesses listings.

The report now also starts with a Profile Summary, which altered the left navigation panel. “About this Report” is still available, just further down on the navigation menu, after some of the more popular and impactful sections: Strengths, Weaknesses, and Development Areas.

Scoring

You’ll also notice that every instance of a quantified Rating (on the scale of 5) also includes the label reminding raters of the scoring rubric descriptions: Unskilled (0-1.6), Skilled (1.7-3.2), and Highly Skilled (3.3-5).

Remember: those behavioral anchors integrated to the rating process is another example of brain science at work to enrich the learning experience. Descriptive of current states, and also a powerful set of teaching tools for creating development, these behaviors are engaging the learner at deeper levels, drawing in experience and memory in order to craft a response. Forcing a review in this format enriches the journey, and helps your learners reflect on their behavior. Outcome: the developmental event is already more sticky.

Strength and Weakness ratings are seen on the competency cards and the Learn More Popup. These ratings are a combination of all the factors that add to that category. For example, the strength rating would be high for a competency with high self ratings, high 360 average ratings, many raters sorted in “Highest” bucket, and a survey result that lends itself to being a strength. You marking it as a top strength also factors in. Just like strengths are calculated, so are weaknesses. Low ratings, low sorts, weakness-indicated survey results will drive up the weakness rating.

These ratings take into account different factors and are not always opposite. Sometimes there are competencies that will have both high strength and weakness ratings. These competencies may warrant a second look because of the lack of congruence.

We use the ratings to rank the competencies as well so it’s easier to read. Notice the Strength or Weakness bar when comparing competencies, the more full the bar is, the more of a Strength or Weakness it is. We pick the top 9 or bottom 9 competencies for the Strength and Weakness lists. If a user has less than 18 competencies (9 strengths, 9 weaknesses) we pick the top and bottom 40% of competencies. A tie might cause the list to be longer.

Scoring, Ties

For competencies with the same strength rating, we currently show them as a tie. A competency might be ranked “T3”. That means Tied in 3rd place. There might be 2 or 6 competencies within that tie. Soon, we will break the ties in this order: 360 Average Rating, Sort Results, Survey Results, Alphabetical order. It is possible a tie will cause the Strength and Weakness list to increase from 9 maximum competencies.

How it Works, How to Complete

A new graphic on the EQ Report Summary also shows the sources for this EQ Agility report’s data and aggregation, as well as which of those factors the learner has completed, and how to proceed to completion.

Hint: these completion steps are the same found elsewhere.

New For 360 Raters

The feedback landing page now starts with a user confirmation. This change improves the experience, and manages against inadvertent sharing, or confusion of invitation links.

Two tabs (Rating, and Sort) across the top of the rating popup show the raters status to clarify, and expedite progress.

Under the “?” icon, in the top right corner, raters will find detailed guidance on the Sorting exercise.

In addition to the two tabs, there are also forward/backward arrows on the top navigation, as well as guidance messages to clarify and expedite the rater exercise.

After sorting the learner’s Top 3 strengths, the finalize window automatically pops up prompting the rater to finalize and submit their feedback. “Confirm & Complete” concludes the exercise.

If you have questions, or suggestions about the EQ Agility learner or rater experience, please email us at support@matrixinsights.com, or contact your Matrix Insights representative.